CACI International(NYSE) CACI

CACI helps the government manage national security and modernize technology. They provide experts and specialized tech for intelligence and defense missions. These tools help keep data secure and support military operations around the world.

What CACI Offers

• Technology: Software development, cyber security, and data platforms for government agencies; represents about 58% of revenue for the six months ended December 31, 2025.
• Expertise: Skilled personnel for engineering, intelligence analysis, and naval architecture; accounts for roughly 42% of revenue for the six months ended December 31, 2025.
• Domestic Operations: Information solutions and services for U.S. federal agencies and commercial enterprises.
• International Operations: IT services and proprietary software for commercial and government customers in Europe and the United Kingdom.

Growth and Recent Acquisitions

• On October 1, 2024, the company acquired Applied Insight to strengthen its cloud and technology capabilities.
• On October 30, 2024, the company completed the purchase of Azure Summit Technology for approximately $1.3 billion.
• On December 19, 2025, the company agreed to acquire ARKA Group for $2.6 billion to expand its space domain technology.
• The company amended its accounts receivable purchase agreement with MUFG Bank in December 2025 to extend the term.

Operational Strengths

The company maintains a high level of cleared personnel and deep technical knowledge to support complex national security missions. Their ability to secure large-scale contracts as a prime contractor provides a stable base of long-term business.

The Financial Scorecard

• Revenue reached $2.2 billion in Q2 2026, up 5.7% from the previous year.
• Net income hit $123.9 million in Q2 2026, up 12.7% year-over-year.
• Free cash flow grew to $187.3 million in Q2 2026, a 61.3% increase from Q2 2025.
• Total contract backlog reached $32.8 billion as of December 31, 2025, up 3.1% from the prior year.

The Bottom Line

CACI has transitioned from a professional services firm into a technology-driven partner for the U.S. government. By acquiring specialized tech companies, it has expanded its footprint in the critical domains of cyber, space, and intelligence.